US Index Fund
Track US growth potential through the S&P 500 Index.
New to investing? Short of time? Not sure which investment manager to choose? One simple solution could be an index tracker fund, which may deliver significant cost advantages over actively managed investments.
- Only available via our website - reduced initial fee of just 1%
- Available in US dollars only
- Growth potential – aims to match the performance of 500 of the largest US companies through the S&P500 Index
- Offering growth potential or income, depending on your choice
- Spreading risk – your investment tracks a wide selection of shares reducing the effects that volatility in one share or sector might cause
- The value of your investment and any income from it can go down as well as up and may fall below the original investment amount
- Flexibility – switch to another fund within the Freedom range at any time (subject to a 4.25% charge)
- Minimum deposit: invest a lump sum of as little as US$5,000 or make regular monthly payments from US$200 - see page 7 of the brochure for full details.
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Brochure
IN DETAIL...
What is a tracker fund?
Tracker funds aim to match the performance of a stock market index by investing in a basket of shares that reflect the performance of the market as a whole. These funds often deliver significant cost advantages over actively managed investments.
I’m new to stock market investing
Investing in a tracker fund - such as a US tracker fund - as opposed to an individual share, enables you to spread your risk by investing in a number of companies across a variety of sectors. This means it can be a more attractive investment option for a new investor with no experience of the stock market.
In addition, your initial charge and annual management charge are lower than many managed funds.
Past performance cannot be taken as an indication of future performance.
SOME THINGS YOU SHOULD KNOW BEFORE YOU INVEST
You should be aware of the potential risks of investing in a currency which is not your base currency and the effect any changes in exchange rate may have, be it up or down, when converting your returns back to your base currency.
The underlying investments may be made in local currencies which are subject to exchange rate fluctuations when converting returns back to the base currency.
The Fund is a medium to long term investment. Therefore, we recommend you take at least a 5 year view and have sufficient cash reserve so you don't have to draw on your investment in an emergency.
